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WebShop Help Guide
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Table Of Contents
- Customers
- Orders
- Products
- Shipping Costs
- Order Discounts
- Currencies
- Web Pages
- Bulk Email
- Redeem Vouchers
- Reports & Exports
- Configuration
Optional Shop Addons Explained
Vouchers Explained
Your Customers Account
- An Overview. |
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Customers
Customer Manager Plugin Help Coming Soon!
Orders
Clicking on this link will take you to an overview of
all the orders that have been made through your Webshop. It gives you
a basic overview of each order including the date the order was raised,
the custom who made the order, whether the order was made online or print
and post, the transaction status of the order and the amount of the order.
There are also a number of actions that can be carried out from this page.
Navigation Options
There are two grey navigation bars that are displayed
on all order related pages. One is labelled "Order Options"
and the other "Common Reports". These are quick links to various
other common administrative features relating to a Webshop order:
Order Options
- Archived Orders - By default, the first
page that you see lists all the current "live" orders. Clicking
this link re-filters the page to display all the orders that have been
archived. When viewing Archived Orders, this link changes to "Live
Orders". Clicking this link again will revert the list back to
view live orders.
- Delete Stale Orders - This will take
yo to a page that lists all failed or incomplete orders that have also
been archived. These are the orders that have no effect on your sales
and can be deleted. To permanently delete orders from your system, check
the box next to each one you want to remove and click the "Submit"
button at the bottom of the page. These orders cannot be retrieved once
they have been deleted.
- Multiple Process - Most of the time
orders are processed by clicking the "Process Order" button
on the main order list page. However, if you have a large number of
orders, you may want to mark several at once. Simply check the box next
to each order you wish to process and click the button labelled "Process
Selected" at the bottom of the page. This will update the order
status and email each user that their order is currently being processed.
- Multiple Despatch - This is the sama
principle as the multiple process option. Once an order has been marked
as "being processed" it then displayes in the list of orders
that are available for despatch. Check the box next to each order you
wish to despatch and click the button labelled "Process Selected"
at the bottom of the page. This will update the order status and email
each user notofocation that their order is being shipped.
- Transfer Orders - This is an advanced
feature of the administration. If, for example, you have a customer
who has more than one account they may place an order using one account
and then change their mind and want it to be raised using another account.
Rather than deleting the order and starting again, you can simply assign
the order to a different customer. All you need to know is the Order
Number and the unique reference number for the customer that you want
to transfer the order to (not the customer who placed the order). The
unique customer number can be found by clicking on the Webshop icon
next to the appropriate customer from the "Customers" tab.
- Process Credit Cards - This option
is only made active if you have the Webshop CC Secure Add-on. It is
simply a link to the CC Secure admin panel so you can process credit
card details.
Common Reports
- Stock Picking Sheet - If you have a huge warehouse
with dedicated staff, this is the report that they need to know what
to pack in the order.
- Pending Orders - Pretty self explanetory. Displays
details of all orders that are pending.
Order Options
- Archive - Should be fairly straight
forward. Once an order has been either cancelled or despatched, you
no longer need it to display on the page. Check the box next to each
order you want to archive and click the "Submit" button at
the bottom of the page.
Quickie
- Process Order - This is really designed
to keep your customer informed of the progress of their order. When
the order details are being processed, click this button and it will
update the order status so your customers can view it from their account.
It also emails the customer notification.
- Voucher Note - If your customer has
bought redeemable vouchers in their order, click this button to email
them instructions on how to redeem their vouchers/tickets. Click this
option instead of the "Process Order" button.
- Cancel - If for some reason you need
to cancel an order, click this button to update the order status and
email notification to the customer. Possible reasons for wanting to
use this option could be if an order has a failed transaction status
or possibly a customer contacts you to request cancellation of an order.
- Re-Instate - This option only becomes
available if the order has been cancelled by an administrator. It simply
updates the order status to its original "unprocessed" state
and emails notification to the customer.
- Despatch - This option only becomes
available after the "Process Order" button has been checked.
You should only click this button when you have posted your order to
the customer. This simply updates the order status and emails the customer
notification that their order is in the post.
Actions
- View Details - You can either click
on this link or the order number to view full details of the order,
including all the products that have been purchased, the delivery address,
any shipping costs and discounts and a VAT breakdown.
- Order Status - As well as all the "Quickie"
options that can be applied (Process, Despatch and Cancel), you can
manually add updates and change the status of the order. A example could
be that an item of stock has become temporarily unavailable and you
can write a note to the customer informing them that their order might
be a little late. To use this option, choose a status from the drop
down list and write a little message in the box provided. This will
update the status of the order and email the customer with the details
you have entered. From this page you can also see the status history
of the order. The customer can also view their order status history
from the account.
- Trans Status - The transaction status will update
automatically depending on the response sent back to the Webshop from
your online payment merchant. However, occasionally (seriously, very
rarely) there might be a communication failure returning to the Webshop
that means you might have to manually change the status from Incomplete
to Successful. Other situations that will require you to manually change
the order status is for print and post orders (once you have received
a cheque) and if you are manually processing credit cards using our
CC Secure add-on.
- Return Items - A very crude way of processing items
that have been returned by a customer. You can choose the quantity of
each item that has been returned and also process a return on the shipping
cost. This effectively raises a "return order" for the customer.
- Re-Send Emails - This link takes you
to a page where you can re-send all the various order related emails
to your customers, should they need it for their records. You can send
the following emails to the respective customer:
1. A link to their online invoice (they can access
this any time through their Account)
2. Successful Order Confirmation (originally sent when
they successfully complete the payment process)
3. Failed Order Notification (originally sent if their
credit card details have not been accepted)
4. Processing Order (originally sent when you click
"Process" from the admin)
5. Processing Voucher (originally sent when you click
"Voucher from the admin)
6. Order Despatched (originally sent when you click
"Despatch" from the admin)
7. Order Cancelled (originally sent when you click
"Cancel" from the admin)
8. Order Re-Instated (originally sent when you click
"re-instate" after you have initially cancelled an order)
- Delivery Note - Clicking on this link opens up a
printable delivery note for you to send with the order if needed. The
delivery note is just a list of products and quantities that are being
shipped with the current order.
- Invoice - Clicking on this link opens up a printable
version of the invoice for the customer.
- Address Label - This is a combination of the delivery
address label and the invoice, which you can fold up and package on
the order.
Products
This page lists all of the products you have added to the shop. By default
they are ordered by the date added (where the latest product added is
at the top of the list. There are a number of filter and ordering options
at the top of the list of products.
Navigation Options
There is a grey navigation bar across the top of all
product related pages. These are quick links to various other common administrative
features relating to a Webshop product:
PRODUCT Options
- Products - This is the first page that
is displayed and lists all the products with various options that can
be performed for each product
- Categories - This takes you to a page
where you can add, edit and delete top level categories, which can later
be assigned to a product. Categories cannot be removed if they are already
assigned to a product.
- Sub Categories - This takes you to a
page where you can add, edit and delete second level categories, which
can later be assigned to a product. Sub Categories cannot be removed
if they are already assigned to a product.
- VAT Rates - This is where you can administer
the various different VAT types and rates (when inevitably the government
increases VAT in the future). VAT Rates are assigned to the product
and the correct price will be based on this VAT rate.
- Shop Chart - This option is only available
if you are running the Webshop with the Product Chart Plugin installed.
The link takes you to a page where you can adjust various display options
on the Website.
Product Actions
Under the product name column there are 3 icons. These are as follows:
- Edit Details -The first icon is a notepad. This simply
takes you to a form where you can update the product information if
required. The following items can be edited:
- Name - The name of the product
- Introduction Text - A basic introduction of the
product if required. A summary of this will appear on the shop list
page and the detail page.
- Full Description - Full details and description
of the product. These will appear on the product detail page.
- Additional Features - Any additional features
required. For example, if you are selling a music CD, you could
add the track listing here.
- Ref No. - A unique product code to easily identify
this product.
- Options - A comma delimited list of options.
For more detailed options with individual prices choose "Multiple
Price Options" from the top of the edit page.
- Allow Secondary Options - If you have entered
multiple options using the field above and you want to allow customers
to choose a secondary option in case their first choice is out of
stock, simply check this box. The order will come in displaying
something like "small OR large".
- Expiry Date - If your product has a limited life
(a voucher or ticket for example), enter a date in this dropdown
menu. This will not delete the product but will just make it disappear
off the website. You can adjust or remove the expiry date at any
time.
- Featured - If somebody views your shop page without
selecting a category or sub category or any other type of filter,
the featured products are displayed. If you have a custom design
for your website, we can also display featured products on a specific
custom page.
- Live - Does exactly what it says! Once you have
entered all of your product details from the admin, checking this
box will make it appear on the website ready for your customers
to purchase.
- Weight - You can add a weight in KG to any product.
If you have any discounts or shipping premiums dependent on weight,
this field is used to calculate them.
- Price - This is where you add the price (NET
of VAT) of the product. You can use the + and - links next to this
field to remove the VAT on a price if you don't know how to work
out the NET amount.
- VAT Rate - This is a drop down list of VAT types
and rates that you can administer. This is used to calculate the
NET price on the shop.
- RRP Price - You can optionally display the Recommended Retail
Price (RRP) for a product if your price is lower to show what good
value your shop is!
- RRP Notes - As well as displaying a price, you
can also put a few words of explanation as to why your shop is such
excellent value!
- Special Offer - Check this box if you want to
mark the product as a special offer. The shop list page can optionally
be filtered to only display special offer products.
- Offer Price - If you have marked a product as
a special offer, you must enter a special offer price (well it wouldn't
really be a special offer if it didn't have a lower price now would
it?!). If you don't want a different price, simply duplicate the
standard price in this box.
- Shipping Premium - You can add an additional
premium to a product. Any number entered into this box will be added
to the amount entered in the "Price" field above.
- Reason for Premium - If you have added a product-specific
premium, you can explain to your customers why the premium has been
added. This text will be displayed on the site.
- Personalisable - If you are selling products
that can be customized (for example if you are selling items of
clothing where a customer can choose to have their name printed
on them), simply check this box. The user will then be able to choose
their personalisation.
- Personalise Text - You can label this option
on the website with something like "Enter your name".
- Personalise Price - By default this feature is
free. Entering an amount in this field will add the desired amount
to the product price if the customer enters something into the personalised
text box
- Character Limit - Entering a numeric value in
this text box will limit the number of characters (letters or numbers)
that the customer can enter. The maximum is 255.
- Redeemable Item - If the product is being used
as a ticket or a redeemable voucher, check this box.
- Voucher Image - If you have selected this product
to be redeemable, you can optionally upload an image to appear on
the top of the voucher. This just makes the voucher or ticket look
better and more professional.
- Preview Voucher - If your product is a voucher
or ticket and you have uploaded an image, clicking on this link
will give you a preview of the ticket that the customer will see.
- Preview - The magnifying glass allows you to see
what the page will look like on the shop before putting it live.
- Order History - The pound icon takes you to a basic
report where you can view all customers who have bought the product
and see the transaction status, number sold and number delivered.
There are then 3 checkboxes next to each product for the following actions:
- Live - Once you have added all the details and checked
that everything is alright, you can display it on the Website by checking
this box.
- Featured - An option that can be added to the Webshop
on request is a page that lists featured products. Checking this box
will make products appear in the Featured Items list
- Delete - Should be fairly self explanetory. Checking
this box will delete the product permanently. Deleted products may be
possible to retrieve by Datapartners staff but there might be a charge
for this.
Note: Once you have checked all the options you want, you must click
the "Submit Changes" button at the bottom of the page.
Product Options
- Categories - This is a feature to allow you to group
your products into differentr sections on the Webshop. You are taken
to a page where you can assign categories and sub categoriesthat you
have setup to the product. You can assign any combination of category
and sub category. Simply choose the items you wish to assign and click
the "Add" button. The combination will appear underneath and
you can delete these by checking the box next to each item and clicking
"Delete".
- Images - You can assign as many images as you like
to a product. Simply locate the photo on your computer by clicking the
"Browse" button and then selecting the photo. Then click the
"Upload" button. You will see an animation telling you that
your file is being uploaded. You must wait until this is finished before
uploading any more otherwise your upload will fail. New images are listed
underneath the upload box. You can also choose which of the uploaded
images should be displayed first on the shop.
- Buying Options - This is an advanced feature that
allows you to assign multiple prices, weights and options to a specific
product. For this feature to work correctly, you must enable "Allow
Duplicates in Shopping Basket" from the Basket Features in Configuration.
This feature will not work if you have elsected to display and calculate
product quantity discounts on the shop page.
- Manage Stock - This form simply allows you to enter
the number of items available. This is needed to prevent customers buying
products that are not in stock. You can choose to display out of stock
products but Datapartners cannot be held responsible if you cannot fulfil
an order due to
- Related Products - This page will display all other
live products and allow you to assign them to the product chosen. This
will display on the product detail page on the Webshop. To assign related
products simply check the box next to each product you want to relate
and click "Update Changes". If you want the relationship to
work both ways you must repeat this action for all related products.
For example, if you want to have product A to show as a related item
to product B and you also want product B to show as a related item to
product A, you must assign Related Products for both.
- Duplicate - Fairly self explanetory. This feature
allows you to copy the details of a product, useful if you are selling
similar items (CD's or DVD's for example). You can optionally duplicate
all related product features such as categories, images, files, buying
options and customer discounts.
- Shop Meta - This is for exclusive use on the Webshop
and is for search engine purposes. By default, the meta title (that
is the title that appears in the blue bar across your browser!) will
display the product name on the product detail page. You can add your
own title if you want it to be different, as well as keywords and a
description. You need to have a basic understanding of Search Engine
Optimization (SEO) to use this feature successfully.
- Shop Reviews - This option only becomes active if
you have the Product Review Plugin installed. When a customer reviews
a product, it must first be moderated by you to ensure that it is safe
to publish. If you are satisfied that the content is clean, simply click
the Authenticate option. To delete it, press delete.
- Shop Downloads - This feature only becomes active
if the Product Downloads Plugin is installed. If you are selling downloadable
products on the shop (MP3's for example), simply locate the file on
your computer using the "Browse" button and then upload it
by clicking "Upload". You can assign multiple files to a product.
Shipping Costs
There are five shipping options. The default is "standard by territory"
but you can choose any of the others to apply in addition to this.
- Standard by Territory - There are four regions: United
Kingdom, Europe, North America and Rest of World. You must choose your
standard shipping premium for each territory. The territory on the website
is determined by where the customer is from. If you do not want to apply
a regional shipping premium, simply set all prices to zero.
- By Courier - You can enter a name of a courier and
any descriptive notes (i.e. how long the delivery time is) and the cost
for each.
- By Order Amount - You can specify various benchmark
prices and the shipping amount should that benchmark be reached. For
example, Amazon have a system whereby if you spend of £15, then
you get free shipping. You could say, again for example, that all orders
over £0 have a £10 shipping premium but any orders over
£10 have a £5 shipping premium etc.
- By Order Weight - You can assign a weight (in KG)
to a product. The shopping basket will automatically add up the combined
weight of an order. You can say, for example, that any order over £10KG
will have an additional shipping premium of £5.
- By Order Quantity - This option is very similar to
the order amount but it is based on the number of products that a customer
has purchased. You could say, for example that if a customer orders
over 100 items in one go, their shipping could have a different value
to the standard.
Please not that these shipping options are cumulative. I.e. if you enter
values in all five options and all of those apply to an order then all
shipping premiums will be added together.
Order Discounts
This optional feature is useful if you want to incorporate a strategic
selling scheme on your WebShop. There are 5 different options available:
- By Order Amount - You can apply a discount as a percentage
if the total order amount is over a certain threshold. For example you
could say that if someone places an order of £100 or more they
are entitled to a 5% discount.
- By Order Weight - You can apply a discount as a percentage
if the total order is over a certain weight threshold (measured in KG).
It is more likely that you would actually want to increase the shipping
premium if this was the case, due to the extra cost you would entail,
but this option is here nevertheless!
- By Order Quantity - You can apply a discount as a
percentage if the customer has ordered over a certain number of items
in one transaction. For example you could say that if someone has ordered
over 100 items they are entitled to a 5% discount.
- By Promotion Code - You can create as many promotional
codes as you like and hand these out as you please. You simply need
to enter a title for the promotion, a unique code and stipulate whether
this discount is a monetary sum or a percentage. When a customer places
an order they will be asked if they have a promotional code and to enter
this code on the checkout. If the code matches then the discount will
be applied to the order. There is strict validation on this to ensure
that the same code cannot be used by the same person more than once.
However, a promotion code may be used several times by different people.
- By Customer - This feature is available from the
customer list and is titled "Product Discounts". You can either
choose an overall percentage discount for a customer (that applies over
a certain threshold) or you can specify unique prices for specific products.
Please not that these discount options are cumulative. I.e. if you have
set up several discount options an order is placed that fulfils all discoun
requirements then all discount amounts will be added together.
Currencies
By default, the WebShop shows currencies in Pounds Sterling (GBP), US
Dollars (USD) and Euro's. On this page you can view the current exchange
rate (courtesy of www.xe.com) and edit the dollar rate and euro rate accordingly.
Warning: It is entirely up to you to ensure that you keep up to date with
the exchange rate. Datapartners will hold no responsibility for any inaccuracies. |
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| Redeem
Vouchers:
There are two ways for customers to redeem vouchers.
They can assign a voucher to someone to use online themselves (in which
case this procedure is automatic and you don't have to worry about it!).
The second method is for them to print the voucher and use it in one of
your stores.
Once the customer has come into your store and used the
voucher, you must go into the WebShop admin panel and click on the "Redeem
Vouchers" link from the navigation bar. Enter the Voucher number
(which can be found on the voucher). You will then be presented with a
screen that gives you basic details for that voucher. Simply click the
"Redeem" button and that voucher will be marked as "Used"
and cannot be used again.
If you enter a voucher number and it does not appear
in the list, this means that the voucher is either invalid or has already
been redeemed. |
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| Bulk
Email:
This is just a simple email form that allows you to send
a basic plain text email to all your registered users (only those who
have opted in to receive information). Simply type in a subject and a
message and press the "Send Message" button. If you want to
preview the message before sending it, check the box labeled "Preview".
This feature is limited to 150 customers. Once you have
more than 150 customer in your database, you will need to upgrade to our
dp.mailermatic product. |
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Configuration:
This section of the admin allows you to control certain aspects of your
Webshop experience. Due to requests from our many Webshop users, this
is an area that is often expanding to include more options to make the
Webshop a better product for you!
Email Options
- Global Email Footer - This is where you can add your
own signature and the (now mandatory) legal disclaimer. This text will
appear at the bottom of every email sent out by the Webshop.
- Voucher Terms & Conditions - This only applies
if you have products that are vouchers or tickets. You can enter some
basic terms and conditions that will appear on the bottom of every ticket
when they are printed.
- Send Copy of customer order emails to administrator
- Every time an update is made to the order status, an email is sent
to the customer to keep them updated on their order. Checking this box
will send you a copy of all of these emails.
You can also add a custom message to the top of all of the emails that
are sent out from the webshop. These include:
- Custom Text for Successful Orders
- Custom Text for Failed Orders
- Custom Text for Orders being Processed
- Custom Text for Despatched Orders
- Custom Text for Cancelled Orders
- Custom Text for Reinstated Orders
Display Options
- Display Recommendations - Checking this box will
display a list of other products that your customer might be interested
in based on what they have added into their shopping basket and what
they have ordered in the past. These recommended products will appear
on the shopping basket page and the order confirmation page.
- Display Recently Viewed Items - Checking this box
will produce a list of products that the customer has viewed whilst
in your shop, offering them a quick link back to any products that they
might be interested in. This feature will be displayed at the bottom
of all shop pages.
- Display Stock Quantity on the site - Checking this
box will put a display on the shop to inform the user how many products
are available.
- Disable "Add to Order" button when stock qty is
0 - This option is checked by default. If you run out of stock,
customer will no longer be able to purchase the item. If you know you
are always going to have ready stock you can disable this option by
unchecking the box. It is up to you to keep your stock quantity updated,
which can be done from the product edit page.
- Hide Buy Button and Qty on Shop list page - You can
force your customers to view the product details by not displaying the
"Buy" button on the list page.
- Hide No VAT Image - If you have marked any of your
products to be exclusive of VAT, by default an icon will appear to inform
your customers that the product is VAT exclusive. You can hide this
image by checking this box.
- Hide Other Currencies - By default the Webshop displays
prices in Sterling and gives the equivalent prices in US Dollars and
Euro's. If you don't want to display these other currencies, you can
disable them by checking this box.
- Number of Products to List - By default, 10 products
are listed on the shop page. You can enter any number above 0. This
option is only applicable if you have the verticle or horizontal shop
layout. Users who have the quad layout will not have this feature (for
obvious reasons!)
- Hide Qty Box and Order Button when Stock qty is 0
- Does exactly what is says on the tin! If any of your stock levels
reach zero, you can still have them display on your site but prevent
people from adding them to their shopping basket.
- Display text if stock qty is 0 - If you have checked
the option above, you can display a global "out of stock"
message in place of the quantity box and order button.
- Display Text if product Price is 0 - If you are using
the shop as more of a reference site or you just have products that
are free, you can display some text in place of the £0 price.
- Destination for "continue shopping" button
- By default the continue shopping button takes your customer back to
the default shop list, which will display any featured products. You
can enter a full URL path in here to redirect users to any page you
like.
- Website Logo - This option is only applicable if
you are using the standard Webshop template. If we have built a custom
design for you, this option will not work. Upload your own header image
to the website. The optimum width is 770 pixels wide.
Order Options
- Hide Print & Post Option - By default the webshop
gives your customers the ability to pay online or print and post. Why
anyone would want to shop on a website and then print out their order
and post it is beyond me, so we have built this option to allow you
to disable this feature.
- Hide Credit card option on Print & Post Form - Another potential
problem with print and post orders is that you may not have the facility
to process credit cards yourself. Checking this option will hide the
credit card details section of the P+P form and just leave the "Make
Cheque Payable To" line.
- Allow Duplicates in the Shopping Basket - By default,
any time a customer places the same product into their shopping basket
the system simply adds 1 more to the quantity. Checking this box will
over-ride this default and will add a new line to the shopping cart
instead. This would mainly be useful if you have chosen to add multiple
price options to a product and want to allow your customers to add each
to their basket.
- Allow customer to add delivery instructions - If
you want to give your customers the ability to specify specific requirements
for their order, check this box and it will produce a text area for
the customer to enter their instructions for you. These instructions
will appear on the order detail.
- Allow customer to defer the shipping date - Checking
this box will produce an option on the customers checkout page where
they can choose their own delivery date. This option is useful for selling
trade items to suppliers. This deferred date will appear on the order
detail.
- Custom Deferred Date - You may want to set a standard
defer date rather than allowing your customers to choose their own.
Selecting a date from here will display a simple checkbox on the website,
rather than a date selector.
- Custom deferred date message - If you have chosen
to specify your own deferred date option, you can write a quick explanation
about what it is. For example "click here to defer your order until
Christmas".
- Prevent Foreign Online Orders - Being a web-based
application, a huge power is the ability to seel you products globally.
Howver, if you do not have the resources to ship to foreign countries
(or you just don't like foreigners!), check this box and it will prevent
any customers outside the UK from making an order. A message will appear
at the checkout informing the customer of this.
- Message to Display to Foreign Users - If you have
chosen not to accept orders from abroad you can add a custom message
here. If you leave this blank the default message will appear.
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| Transfer
Orders :
If, for some bizarre reason, a customer decides to register
two different accounts and place orders under both, this facility gives
you the ability to transfer an order from one customer to another. Simply
enter the unique customer ID of the customer that you wish to transfer
the order to and enter the unique order number that you wish to transfer.
The system will re-assign the order to the chosen customer. |
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| Site
Content:
Create Custom Pages
A big advantage of this WebShop facility is the ability
to add, edit and delete pages to your site.
On the left hand side of the page, there are two boxes;
one to enter a title for the page and the other to name the page (for
admin purposes). To add a new page, simply fill in these two items and
press "Add Page". Your page will now appear in the list below.
This will also appear on the left navbar on the front of your website.
You can change the sort order of these links by clicking on the up and
down arrows.
To edit the content of a page, simply click on the page
title and the page content will appear in the big text area to the right.
This text area has all the features of a word processor,
allowing you to insert tables, bullet points, change font colours and
even allows you to drag and drop images into it!
Once you have created your content, press the "Update
Page Content" button. To delete a page check the box next to the
page you want to remove and press the "Delete Selected" button
underneath (you can delete more than one page at a time).
Please note that this content management system is only
applicable to this application and has fairly basic features. For a full
content management tool, have a look at the Securio Content Manager.
Categories & Sub Categories Content
Management
This feature allows you to add article style content
to your shop pages. It is based on the dp.litesite module, allowing you
to add paragraphs of text with an optional image.
- From the main "Content Management" page choose one of the
categories and sub categories.
- Add a title for the article. This will make it easier for you to identify.
- The new article title will appear in the list with two icons.
- Clicking on the image icon allows you to locate an image from your
computer and upload it. You can add an optional link to the image and
add ALT text.
- Clicking on the text icon allows you to add a block of text. You can
also choose whether to have the text left or right aligned to the image.
You can add as many articles as you like to each category and sub category.
You can add text on it's own without an image and vise versa.
These articles will be displayed under the correct category or sub category
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| Meta
Tags :
To help make your shop as search engine friendly as possible
you can add your own meta tags to most pages on the site. Meta data is
what the search engines read when they spider your site and add it to
their index. When people search for things, they will be using "key
words" to find what they are looking for. It is important to try
to anticipate what you think people will type into search engines to find
you and use these in your title, keywords and description.
There are three sections of the site for adding the meta
title, meta keywords and meta description:
- Product List Page
- Product Detail Page (also available from the product list page in
the admin)
- Custom Pages.
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| Reports
& Exports:
This is the section of the admin where you can view various
reports to do with stock and sales. From this section you also have the
ability to import customer or product data from external sources and export
your Webshop data to CSV files.
This is an area where your feedback is most welcome and
we can, at the descretion of our Web Development Management, create reports
to suit your needs. |
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Optional
Shop Add-ons Explained:
As well as the many features that are built into the Webshop, there are
a number of additional add-ons that will plug straight into your site
giving extra power to the already mighty product!
These optional add-ons are displayed on the home page of your admin.
You can view full details for each add-on by clicking on the relevant
icon. |
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Vouchers
Explained:
As mentioned in the "Products" section of this help file, you
can select a particular product to be a voucher by checking the "Redeemable
Gift" checkbox and optionally uploading an image for the voucher.
Vouchers will appear on the webshop like normal products. The only difference
is that after your customer has paid for their goods and returned to the
"thank you" page, there will be a message stating that they
have vouchers to process and asking them what they want to do. They have
two options. They can either keep the voucher or assign
it to a friend.
If they choose "keep" one of two things can happen:
- They can either print the voucher and use the printed version in
an outlet (or use them as a ticket for an event), in which case you
will need to manually mark it as having been used by going to the "Redeem
Voucher" section in your admin and entering the unique voucher
number..
- They can use it to take the value amount off a future webshop purchase.
When they get to the checkout page in a future order it will highlight
that they have a redeemable voucher to use. If they check the box, it
will deduct the voucher amount off their order. This will automatically
mark the voucher as redeemed so you don't need to do anything.
If they choose "assign", they will be prompted to raise an
account for somebody else who will be able to perform the two actions
mentioned above.
Your customers can do this process at any time by logging into their
account. |
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Your
Customers Account - An Overview:
Your customers have full control over their account. After logging in
they can go to "My Account" where they have access to the following
areas:
- My Details - This form allows them to update their
personal information, including name, address, email, password and to
subscribe or unsubscribe from receiving mailings from you.
- My Orders - This page lists all of the orders the
customer has made, with the latest at the top. They can view the details
of each order, view a printable VAT invoice (if applicable), pay for
any incomplete orders made,and track the progress and order status.
- My Recommendations - This page simply lists other
products that the customer may be interested in based on their previous
purchases. You can optionally select to show these recommendations on
the shopping cart page and the order conformation page by selecting
the option in the admin.
- My Reviews - This option is only available if you
have the Product Review Add-on. For every product that the customer
has purchased they can write a review on it and give it a star rating
out of 5. Every time a review is added or amended, an email is sent
to you informing you that a review has been submitted. You can then
moderate the review and mark it as live so it appears on the website.
All reviews submitted by customers must be moderated by you before they
will appear. You can also add reviews yourself from the admin by clicking
on the "Reviews" link on the product list page.
- My Wishlists - COMING SOON!
- My Downloads - This option is only available if you
have the Downloadable Products Add-on. All products that your customers
have purchased that have downloads will appear in this list for them
to download. Only downloads from successfully paid for orders will appear
in this list.
- My Price Lists - From this page, your customers can
have a quick glance at all products in your shop and their prices. If
you have set up any customer-specific discounts, they can also view
their custom price list.
- My Vouchers - This page will list all unprocessed
vouchers that the customer has purchased and kept for themselves. They
can print these vouchers at any time or redeem them on the Webshop.
- Assign Vouchers - This page lists all of the vouchers
that your customer has purchased an has yet to either keep or assign
to someone else. They can perform either action at any time. For more
information, read the "Vouchers Explained" section above.
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